SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,615 | -45.0% | 4,753 | -43.3% | 0.01% | -46.2% |
| Q2 2023 | $628,102 | +102.5% | 8,380 | +76.1% | 0.01% | +85.7% |
| Q1 2023 | $310,199 | +48.7% | 4,760 | +26.8% | 0.01% | +16.7% |
| Q4 2022 | $208,617 | -0.2% | 3,755 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $209,000 | -3.7% | 3,749 | +0.1% | 0.01% | -14.3% |
| Q2 2022 | $217,000 | -22.5% | 3,744 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $280,000 | -8.5% | 3,739 | +100.2% | 0.01% | 0.0% |
| Q4 2021 | $306,000 | +11.3% | 1,868 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $275,000 | +1.5% | 1,857 | +0.1% | 0.01% | -12.5% |
| Q2 2021 | $271,000 | +12.4% | 1,855 | +0.1% | 0.01% | -20.0% |
| Q1 2021 | $241,000 | +13.1% | 1,853 | +0.2% | 0.01% | -9.1% |
| Q3 2020 | $213,000 | – | 1,849 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |